See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 PO BOX 16548 · AMARILLO, TX 79105 | Contract Administrator | $23,453 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $280 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,701 | $36,916-52.1% | $156,549-88.7% | $57,658-69.3% |
| Participation rate | 84.9% | 63.4%+21.5pp | 84.0%+0.9pp | 70.2%+14.7pp |
| Annual return | 5.08% | 12.38%-7.3pp | 32.23%-27.1pp | 5.13%-0.1pp |
| Employer contribution / active EE | $945 | $1,571-39.8% | $5,501-82.8% | $1,974-52.1% |
| Participant deferral / active EE | $939 | $1,926-51.2% | $4,871-80.7% | $3,061-69.3% |
| Admin fee / account holder | $79 | $82-4.1% | $13,027-99.4% | $95-16.4% |